Yubi - AVP - Sales - B2B2C - National Wealth Distributors
2 weeks ago
About YUBI
Yubi, formerly known as CredAvenue, is redefining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. We are the world's possibility platform for the discovery, investment, fulfilment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it.
About the Role:
The role is to cover wealth distributors. Specifically, the role will entail active prospecting of risk appetite from wealth distributors (National Distributors), and place fixed income products both primary & secondary issuances along with other wealth products such as CCD/Unlisted Equity/REITs/INVITs.
Key Responsibilities:
- Ability to understand the larger industry, organization's priorities, and develop a clear roadmap for placement of multi products with ND's
- Develop and execute a comprehensive sales strategy that targets both business partners, CIO's, Head of Products within the wealth management ecosystem.
- Identify, approach, and secure strategic partnerships with banks, NBFCs, asset managers, advisory firms, and fintech companies.
- Coordinate with internal wealth management teams to tailor product offerings and solutions that meet the diverse needs of B2B segments.
- Manage the entire sales cycle-from prospecting and lead generation to deal negotiation and closing-while ensuring compliance with internal policies and regulatory requirements.
- Build, maintain, and nurture lasting relationships with partners, ensuring strong collaboration and a mutual drive towards growth.
- Collaborate with marketing and product development teams to design go-to-market campaigns, sales collateral, and product demonstrations that resonate with target audiences.
- Monitor market trends, competition, and customer feedback to refine strategies and enhance the overall value proposition.
- Track, analyze, and report on sales performance metrics, adjusting tactics as needed to meet or exceed revenue targets.
- Organize and participate in industry events, conferences, and networking opportunities to represent the wealth business and expand industry presence.
Desired Skills and Experience:
- Bachelor's degree in Business, Finance, CA/CFA, or a related field (Master's degree preferred).
- Proven experience in a ND sales role within the wealth management, financial services, or fintech sectors.
- Strong understanding of wealth management products including but not limited to Fixed Income, mutual funds, PMS, AIFs, insurance, and other investment solutions.
- Excellent communication, negotiation, and relationship management skills.
- Ability to work collaboratively across teams and foster strong interdepartmental relationships.
- Results-oriented mindset with a track record of achieving sales targets in a competitive market.
- Have a strong understanding of the wealth segment and product offerings (7 - 10) years of work experience with a wealth house would be preferred.
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